2,409 hedge funds and large institutions have $69.6B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 990 increasing their positions, 937 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,409
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
37.99%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
158
Increased
990
Reduced
937
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Shares
Change %
CDH
276
Charles D. Hyman
$14.9M -$151K -1,125 -1%
FNT
277
First National Trust
Pennsylvania
$14.8M -$48.6K -363 -0.3%
X
278
Xponance
Pennsylvania
$14.8M -$8.02M -59,958 -35%
PCM
279
Parsons Capital Management
Rhode Island
$14.8M +$282K +2,109 +2%
CB
280
Community Bank
New York
$14.4M -$2.62M -19,578 -15%
CNB
281
Czech National Bank
Czech Republic
$14.4M +$133K +996 +0.9%
UM
282
UniSuper Management
Australia
$14.2M +$14.2M +105,997 New
PAM
283
Palisade Asset Management
Minnesota
$14.2M +$420K +3,136 +3%
EI
284
Ethic Inc
New York
$14.1M +$160K +1,198 +1%
ATC
285
Argent Trust Co
Tennessee
$13.9M +$500K +3,734 +4%
UCFA
286
United Capital Financial Advisors
Texas
$13.8M -$1.56M -11,661 -10%
KA
287
KLCM Advisors
Wisconsin
$13.8M -$228K -1,707 -2%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$13.7M +$5.96M +44,511 +77%
MCM
289
Maple Capital Management
Vermont
$13.7M +$45.9K +343 +0.3%
SIS
290
Sound Income Strategies
Florida
$13.3M +$1.04M +7,746 +8%
BRWA
291
B. Riley Wealth Advisors
Florida
$13M +$67.8K +507 +0.5%
VF
292
Vest Financial
Virginia
$12.9M +$3.44M +25,935 +36%
Janus Henderson Group
293
Janus Henderson Group
United Kingdom
$12.9M +$263K +1,964 +2%
WHG
294
Westwood Holdings Group
Texas
$12.8M -$3.01M -22,500 -19%
TF
295
TIAA FSB
Florida
$12.7M -$10.1M -75,333 -44%
JAM
296
Jupiter Asset Management
United Kingdom
$12.6M +$11.3M +84,158 +825%
TC
297
TownSquare Capital
Utah
$12.6M +$1.48M +11,081 +13%
WB
298
WesBanco Bank
West Virginia
$12.6M -$459K -3,433 -4%
CFB
299
Cullen/Frost Bankers
Texas
$12.5M +$139K +1,041 +1%
ASN
300
Advisory Services Network
Georgia
$12.5M +$264K +1,975 +2%